TM C A S P E R TM USER GUIDE V ERSION 5.0
Copyright and Trademark Information Information in this document is subject to change without notice. Federal law prohibits unauthorized use, duplication, and distribution of any part of this document in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Future Systems Solutions. Future Systems Solutions may have patents, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Copyright 2005-2008 Future Systems Solutions, Inc. All Rights Reserved. Casper, the Casper logo, Casper Secure, Drive2Drive, SmartClone, SmartWrite, AccuClone, SmartStart, and 1-Click Cloning are either registered trademarks or trademarks of Future Systems Solutions, Inc. Microsoft and Windows are registered trademarks and Windows Vista is either a registered trademark or trademark of Microsoft Corporation. Other brand and product names may be trademarks or registered trademarks of their respective holders.
Table of Contents Introduction... 1 System Requirements... 1 Getting Help... 1 Installing and Running Casper... 2 Installing Casper... 2 Running Casper... 2 Using Casper... 3 Upgrading a Hard Disk... 3 Example 1: Upgrading a Hard Disk... 4 Creating and Maintaining a Bootable System Backup... 8 Example 2: Creating a Backup Hard Disk... 9 Example 3: Automatically Maintaining a Backup Hard Disk... 14 Example 4: Using 1-Click Cloning to Maintain a Backup Hard Disk... 20 Booting from a Backup Hard Disk... 25 Creating and Using the Casper Startup Disk... 26 Creating the Casper Startup Disk... 26 Extracting the CASPER.ISO Image File:... 26 Burning the CASPER.ISO Image to a CD-R Disc:... 27 Using Nero to Create the Casper Startup Disk:... 27 Using Roxio to Create the Casper Startup Disk:... 28 Using ISO Recorder to Create the Casper Startup Disk:... 28 Using the Casper Startup Disk... 29 User Guide iii Casper 5.0
Introduction Casper is a hard disk cloning solution engineered specifically for Windows and designed to meet the expectations of the PC user looking for an easy-to-use, convenient, and dependable backup, recovery, and migration solution for their PC. As a backup and recovery solution, Casper offers you these unique advantages: Fast, Full System Backups. Casper always creates a complete backup of a Windows system drive. In addition, Casper's exclusive SmartClone technology enables Casper to maintain a complete backup in the same amount of time required by most traditional backup programs to perform a partial or incremental backup. Rapid Recovery. In the event of a hard disk failure, a backup created by Casper can be used as an immediate and permanent replacement for the failed hard disk. No special rescue disks or arduous data restoration processes are required to facilitate recovery. Convenience. Casper enables complete system backups to be performed at any time without leaving Windows, so there is never a need to restart the computer or stop work to create a backup. Integrated scheduling permits the backup to be performed completely unattended in the background and exclusive 1-Click Cloning makes even on-demand backups a snap. NOTE: This User Guide is intended to provide you with an overview of the basic operations of Casper. For additional assistance, please refer to the detailed help files included within the program. System Requirements Windows Vista, Windows XP, or Windows 2000 Workstation NOTE: Casper is not designed for use with Windows NT, Windows Server 2003, Windows 2000 Server, and Windows 2000 Advanced Server. Background copying not supported on Windows 2000. 100MB available disk space 128MB RAM (512MB or more recommended) Getting Help The Casper online help includes troubleshooting information. To access online help when running Casper, select Contents from the Help menu, or press F1. Additional support for Casper is available on the Future Systems Solutions Web site at http://support.fssdev.com.
Installing and Running Casper The Casper installation process takes just a few minutes and an automated Wizard will guide you through the process. The instructions below outline in detail the steps for installing Casper. Installing Casper 1. Start the Casper Setup program. If you have a Casper Setup CD, insert the CD and click Install Casper on the setup menu. If the setup menu does not appear automatically, browse the CD and double-click AUTORUN.EXE. 2. At the Welcome to Casper 5.0 Setup Wizard dialog, click Next. The End-User License Agreement will appear. In order to proceed with the installation of Casper, you must agree to the terms of the license that is displayed. 3. Read the End-User License Agreement, select I accept the terms in the License Agreement, and then click Next. The Select Installation Folder dialog will appear. 4. Choose the installation folder for the Casper program files and click Next. The Ready to Install dialog will appear. 5. Click Install. The Casper files are added to your system and the Completing the Casper 5.0 Setup Wizard dialog will appear. 6. Click Finish to finalize the installation process. Running Casper 1. Click the Start button. 2. Click All Programs. 3. Point to the Casper 5.0 menu. 4. Click Casper 5.0. User Guide 2 Casper 5.0
Using Casper Casper makes it easy to upgrade or maintain a backup of your Windows system hard disk. When you use Casper to clone the Windows system hard disk to another hard disk, Casper creates a snapshot, representing a single point-in-time view of the disk, and then clones it to the specified hard disk. The result is a hard disk that can be used as an immediate and complete replacement for the original Windows system hard disk. Upgrading a Hard Disk The procedure for upgrading a hard disk is basically the same whether you are upgrading a hard disk in a desktop or a notebook. For a desktop system, the new hard disk is temporarily installed as a secondary hard disk in the computer. For example, a standard IDE hard disk may be installed either as a slave to the existing master on the primary IDE controller or as a master or slave on the secondary IDE controller. For a notebook computer, a secondary media bay or external USB, Firewire, or PCMCIA hard disk enclosure is required to mount and attach the new hard disk to the notebook. Assuming the new hard disk is currently installed or attached to the system, the following procedure illustrates how Casper may be used to clone the original hard disk to the new hard disk and complete the upgrade. User Guide 3 Casper 5.0
Example 1: Upgrading a Hard Disk 1. Select Copy Drive. 2. Select Copy an entire hard disk. User Guide 4 Casper 5.0
3. Select the hard disk to be upgraded (e.g. the hard disk on which Windows is installed) as the disk to copy, and click Next. 4. Select the new hard disk as the destination, and click Next. User Guide 5 Casper 5.0
5. When prompted to specify how the additional space on the new hard disk is to be used, retain the default selection and click Next. When the destination hard disk is larger than the source, the default option will be Give all of the space to the partition, or Proportionally distribute the space to all partitions when there is more than one partition defined on the source disk. For additional help with making a selection, press F1. 6. Click Perform the copy now to begin the copy. User Guide 6 Casper 5.0
7. When Casper has completed the cloning process, click Close. 8. Shutdown and power-off the computer. 9. Reconfigure the computer to replace the original hard disk with the new hard disk. If the new hard disk is installed in a secondary media bay of a notebook, or installed in an external USB, Firewire, or PCMCIA enclosure, simply remove the hard disk from its enclosure and exchange it with the original hard disk. For a new hard disk that has been temporarily mounted as a secondary internal hard disk, change the hard disk jumpers and cable connection as required to make the new hard disk the master on the primary IDE or SATA controller. For detailed instructions on how to replace a hard disk in a desktop system, see Replacing a hard disk under Additional Resources in the online Casper Help and Documentation. User Guide 7 Casper 5.0
Creating and Maintaining a Bootable System Backup Using Casper to create and maintain a bootable backup for your computer system requires a hard disk large enough to accommodate all of the data on the current Windows system hard disk. For a desktop system, using a second internal hard disk, or one mounted in a mobile drive rack for the backup hard disk is ideal. For a notebook computer, a secondary media bay or external USB, Firewire, or PCMCIA hard disk enclosure designed specifically for a 2.5 notebook hard disk is required to mount and attach the second (backup) hard disk to the notebook. NOTE: While an external USB or Firewire hard disk may be used for the backup on a desktop system, Windows is not designed to boot and run directly from an external device. Consequently, an externally attached hard disk must be removed from its external USB or Firewire enclosure and installed as a replacement for the internal hard disk in order to boot from it. Assuming the backup hard disk is currently installed or attached to the system, the following procedures illustrate how Casper may be used to clone the Windows system hard disk to the backup hard disk on either a desktop or notebook system. The first procedure, Creating a Backup Hard Disk, describes how to manually create a backup by cloning one hard disk to another. The second procedure, Automatically Maintaining a Backup Hard Disk, illustrates how to create a copy schedule to maintain the backup automatically. The third procedure, Using 1-Click Cloning to Maintain a Backup Hard Disk shows how to create a 1-Click Cloning desktop shortcut to maintain the backup on demand. For help with installing a hard disk, see Installing a new hard disk under Additional Resources in the online Casper Help and Documentation. User Guide 8 Casper 5.0
Example 2: Creating a Backup Hard Disk 1. Select Copy Drive. 2. Select Copy an entire hard disk. User Guide 9 Casper 5.0
3. Select the hard disk to backup (e.g. the hard disk on which Windows is installed) as the disk to copy, and click Next. 4. Select the backup hard disk as the destination, and click Next. User Guide 10 Casper 5.0
5. If the selected destination hard disk defines a partition or contains data, Casper will warn you that the contents will be overwritten. Confirm you have selected the correct hard disk to receive the backup, and click Next to proceed. 6. When prompted to specify how the space on the backup hard disk is to be used, retain the default selection and click Next. If the destination hard disk is the same size or smaller than the source hard disk, Casper will ask you to manually configure how the space is to be used. User Guide 11 Casper 5.0
When the destination hard disk is larger than the source, the default option will be Give all of the space to the partition, or Proportionally distribute the space to all partitions when there is more than one partition defined on the source disk. Simply clicking Next to accept the default selection or value is generally best. For additional help with making a selection, press F1. 7. Click Perform the copy now to begin the copy. User Guide 12 Casper 5.0
8. When Casper has completed the cloning process, click Close. User Guide 13 Casper 5.0
Example 3: Automatically Maintaining a Backup Hard Disk 1. Select Copy Drive. 2. Select Copy an entire hard disk. User Guide 14 Casper 5.0
3. Select the hard disk to backup (e.g. the hard disk on which Windows is installed) as the disk to copy, and click Next. 4. Select the backup hard disk as the destination, and click Next. User Guide 15 Casper 5.0
5. If the selected destination hard disk defines a partition or contains data, Casper will warn you that the contents will be overwritten. Confirm you have selected the correct hard disk to receive the backup, and click Next to proceed. 6. When prompted to specify how the space on the backup hard disk is to be used, retain the default selection and click Next. If the destination hard disk is the same size or smaller than the source hard disk, Casper will ask you to manually configure how the space is to be used. User Guide 16 Casper 5.0
When the destination hard disk is larger than the source, the default option will be Give all of the space to the partition, or Proportionally distribute the space to all partitions when there is more than one partition defined on the source disk. Simply clicking Next to accept the default selection or value is generally best. For additional help with making a selection, press F1. 7. Click Schedule the copy for later or routine basis. User Guide 17 Casper 5.0
8. Enter a name for the schedule, or retain the name suggested by Casper, and click Next. 9. Select the schedule you would like Casper to follow to maintain the backup, and then click Create schedule to add the copy schedule to your Windows Scheduled Tasks. For help with the schedule, press F1. User Guide 18 Casper 5.0
10. Click Close to return to the Casper console. User Guide 19 Casper 5.0
Example 4: Using 1-Click Cloning to Maintain a Backup Hard Disk 1. Select Copy Drive. 2. Select Copy an entire hard disk. User Guide 20 Casper 5.0
3. Select the hard disk to backup (e.g. the hard disk on which Windows is installed) as the disk to copy, and click Next. 4. Select the backup hard disk as the destination, and click Next. User Guide 21 Casper 5.0
5. If the selected destination hard disk defines a partition or contains data, Casper will warn you that the contents will be overwritten. Confirm you have selected the correct hard disk to receive the backup, and click Next to proceed. 6. When prompted to specify how the space on the backup hard disk is to be used, retain the default selection and click Next. If the destination hard disk is the same size or smaller than the source hard disk, Casper will ask you to manually configure how the space is to be used. User Guide 22 Casper 5.0
When the destination hard disk is larger than the source, the default option will be Give all of the space to the partition, or Proportionally distribute the space to all partitions when there is more than one partition defined on the source disk. Simply clicking Next to accept the default selection or value is generally best. For additional help with making a selection, press F1. 7. Click Create a desktop shortcut to perform the copy on demand. User Guide 23 Casper 5.0
8. Enter a name for the shortcut, or retain the name suggested by Casper, and click Create shortcut. 9. Click Close to return to the Casper console. User Guide 24 Casper 5.0
Booting from a Backup Hard Disk If you have used Casper to create a bootable backup of your computer s primary hard disk, and your primary hard disk fails or its contents become corrupted, you may boot your computer from the backup hard disk. When the backup hard disk is installed as an internal hard disk, or installed via a mobile rack, booting from the backup hard disk is generally just a matter of changing the computer s BIOS boot priority setting to designate the backup hard disk as the preferred boot device. If the computer s BIOS does not offer an option to designate a specific hard disk as the boot device, or if the original hard disk fails completely, the backup hard disk is reconfigured to replace the original hard disk by changing the hard disk jumpers and cable connection as required to make the backup hard disk the master on the primary IDE or SATA controller. For a backup hard disk installed in a secondary media bay of a notebook, or installed in an external USB, Firewire, or PCMCIA enclosure, the backup hard disk is removed from its enclosure and exchanged with the original, internally mounted hard disk. For detailed instructions on how to replace a hard disk in a desktop system, see Replacing a hard disk under Additional Resources in the online Casper Help and Documentation. User Guide 25 Casper 5.0
Creating and Using the Casper Startup Disk The Casper Startup Disk is an optional component which enables you to boot and run Casper directly from a CD-ROM disc with full access to external USB and Firewire hard disks. The Casper Startup Disk is required only if you need to clone an external hard drive to the primary system drive because Windows is unable to boot and run from the external hard drive. Creating the Casper Startup Disk The Casper Startup Disk is distributed as a compressed CD-ROM ISO image that must be decompressed and burned to a CD. Running the Casper CD-ROM ISO Image File Extraction Wizard will extract and decompress the CD-ROM ISO image to a file named CASPER.ISO. This file contains the exact sector-bysector replication of the CD-ROM disc to create. Extracting the CASPER.ISO Image File: 1. Start the Casper CD-ROM ISO Image File Extraction Wizard program. The Welcome to the CD-ROM ISO Image File Extraction Wizard dialog will appear. 2. Click Next. The License Agreement will appear. In order to proceed with the extraction of Casper Startup Disk ISO image file, you must agree to the terms of the license that is displayed. 3. Read the License Agreement, select I accept the terms in the License Agreement, and then click Next. The Choose Image Location dialog will appear. 4. Choose the destination folder for the CASPER.ISO file and click Extract to begin the file extraction and decompression process. The Extracting dialog will appear. When the extraction process has completed, the Completing the CD-ROM ISO Image File Extraction Wizard dialog will appear. 5. Click Finish to close the wizard. User Guide 26 Casper 5.0
Burning the CASPER.ISO Image to a CD-R Disc: Once you have the CASPER.ISO file extracted, it must be burned to a CD-R disc by selecting the option to create a CD from an Image file in your CD-ROM burning software. Specific examples for Nero, Roxio, and ISO Recorder appear below. After the disc has been burned, the following directory structure should appear on the disc when it is viewed from My Computer or Windows Explorer: Using Nero to Create the Casper Startup Disk: You can use Nero to create a CD from an ISO image. For more information about this program, visit Nero online at http://www.nero.com. 1. From Nero StartSmart, click Burn Image to Disc from the Copy and Backup options. From Nero Express, select Disc Image or Saved Project. 2. Change the File type selection from All Nero compilations to Image Files (*.nrg;*.iso;*.cue) 3. Navigate to and select the CASPER.ISO file and then click Open 4. For best results, change the Writing speed to half the maximum supported speed (e.g., 24x if your drive is capable of 48x or 52x) 5. Click Next User Guide 27 Casper 5.0
Using Roxio to Create the Casper Startup Disk: You can use Roxio Disc Copier / Roxio Easy Media Creator 9 to create a CD from an ISO image. For more information about this program, visit Roxio online at http://www.roxio.com. 1. Open My Computer 2. Navigate to the folder containing the CASPER.ISO file 3. Right-click on the CASPER.ISO file and select Burn with Disc Copier to start Disc Copier 4. For best results, click Advanced to display the advanced settings and change the Write Speed to half the maximum supported speed (e.g., 24x if your drive is capable of 48x or 52x) 5. Click Copy Now Using ISO Recorder to Create the Casper Startup Disk: You can use the ISO Recorder program to create a CD from an ISO image. This utility is available free from the author s web site. For more information, visit the ISO Recorder web site at http://isorecorder.alexfeinman.com/isorecorder.htm. 1. Open My Computer 2. Navigate to the folder containing the CASPER.ISO file 3. Right-click on the CASPER.ISO file and select Copy image to CD 4. Click Properties to open the Recorder Properties dialog 5. Change the Recording speed to half the maximum supported speed (e.g., 24x if your drive is capable of 48x or 52x) and click Ok 6. Click Finish User Guide 28 Casper 5.0
Using the Casper Startup Disk If you are unable to boot your computer directly from the backup hard disk, the Casper Startup Disk may be used to boot and run Casper from a CD-ROM disc. For example, if you used an external hard disk for the backup, you can restore your computer by booting the Casper Startup Disk and using Casper to copy the external hard disk to your computer s internal hard disk. Booting a computer from the Casper Startup Disk may take several minutes. Once it has completed the boot process, the familiar Casper console will display. NOTE: To access an external hard disk when running from the Casper Startup Disk, the external hard disk must be attached and powered-on before the computer is started from the Casper Startup Disk. If the external hard disk is attached or powered-on after the computer has booted from the Casper Startup Disk, Casper will be unable to access it. User Guide 29 Casper 5.0